Bottrell Wealth provides Financial Planning, Investment Advice, Superannuation, Wealth Creation, Insurance & Risk Advice to families, individuals & business owners in the Newcastle and Maitland areas –Your local financial advisers!
Bottrell Wealth Pty Ltd is a professional financial planning firm that provides a variety of services, including financial advisory services, investment advice, superannuation, wealth creation & insurance (Life, TPD, trauma & income protection) to businesses, families, and individuals in the Newcastle and Maitland areas.
With a focus on understanding our clients’ unique needs and aspirations, our team of experienced advisors works tirelessly to provide customised financial solutions that align with their long-term objectives. Whether you’re looking to plan for retirement, protect your assets, or grow your wealth, Bottrell Wealth is committed to delivering exceptional service and helping you build a secure financial future.
Personalised Wealth Management Strategies
At Bottrell Wealth, we believe in providing personalised financial advice for long-term wealth management tailored to your unique goals and circumstances. Our dedicated team takes the time to understand your financial aspirations, risk tolerance, and current situation, allowing us to create a customized strategy that addresses your specific needs. By combining investment management, tax optimization, and retirement planning, we ensure that your financial plan is comprehensive and adaptable to changing market conditions. With our ongoing support and expert guidance, you can confidently work towards achieving your long-term wealth management objectives.
Experienced Financial Experts
Our Newcastle & Maitland advisors are qualified financial planners, advisors, accountants, tax agents, & chartered accountants with extensive experience advising individuals, families, to business owners.
We are also SMSF experts (Self Managed Super Funds).
Financial Planning Services
Explore our comprehensive range of professional services tailored to meet your specific needs:
You never know when something unexpected can happen. It is important to protect yourself and/or your business, to ensure minimal damage is done. Find out how we can help. Bottrell's provide Personal Insurance advice for Life, TPD, Income Protection & Trauma.
We can assist you with comprehensive financial planning and advice. We focus upon key sectors of financial planning, including retirement planning, superannuation and wealth creation, and investment advisory.
- Individuals
- Families
- Business owners
Having a financial plan that has proven tax strategies in place not only ensures your future accomplishments, but puts in place a structure that positively affects all aspects of your assets.
Bottrells are qualified financial planners, registered, tax agents and provide tax-efficient financial strategies for individuals and businesses and tax-effective investment strategies for individuals.
The Importance of Proper Insurance Coverage
Whether for personal, family or business, having the correct insurance is vital. Make sure your covered.
Comprehensive Personal Insurance & Risk Management
Protecting your financial well-being is essential, which is why Bottrell Wealth offers comprehensive personal insurance and risk management solutions. We work with you to identify potential risks and ensure you have the right insurance coverage in place, from life insurance to income protection and trauma cover.
Safeguarding Your Financial Future
Our tailored solutions are designed to safeguard your assets and provide peace of mind, ensuring that unexpected events won’t derail your financial goals. With our expert guidance, you can confidently navigate life’s uncertainties knowing your future is secure.
Expert Insurance Advice & Risk Management Strategies
At Bottrell Wealth, we provide expert insurance advice and risk management strategies designed to protect your assets and ensure your financial security. Our team conducts a thorough analysis of your current insurance coverage and potential risks, helping you identify gaps and areas for improvement.
Tailored Insurance Solutions for Full Protection
We guide you through the selection of appropriate insurance products, from life and health insurance to property and liability coverage, ensuring that you are adequately protected. With tailored risk management strategies, we empower you to navigate uncertainties with confidence, safeguarding your financial future against unforeseen events.
The term Life insurance covers the definition of a substitute for an individual’s income if they are to die. Relieve your family with their peace of mind. Protection for your Family!
If you are suddenly unable to work, either via sickness or an accident, Income Protection Insurance is an alternate source of cash flow. Find out your options today.
Income Protection for Individuals, PAYG Earners, Self Employed & Business Owners.
Regardless of the scale of a business, every company has crucial figures that keep your cash flow coming in. Imagine if they left? Get insurance on your side.
Business Key Person Insurance for Self Employed, Business Owners & Corporations.
At Bottrell Wealth, we understand the importance of protecting what matters most. Our tailored insurance solutions provide peace of mind and financial security for you, your family, and your employees.
Secure your financial future with our life insurance and income protection plans. These policies are designed to provide financial stability in times of uncertainty, ensuring your loved ones and income are safeguarded against unexpected events.
Navigating the world of insurance can be complex. Our personal insurance advice ensures you have the right coverage to meet your needs. From understanding policy details to selecting the best options, we are here to simplify the process and give you confidence in your choices.
Show your employees you care about their financial security. Our employee financial wellbeing programs incorporate insurance solutions that protect their income and provide peace of mind, fostering loyalty and productivity within your team.
Make a meaningful impact with your wealth through philanthropy and charitable giving. We help you structure donations that reflect your values, ensuring your contributions benefit the causes you care about most while optimizing tax benefits.
Retirement should be a time to enjoy the rewards of your hard work. Our experts design sustainable retirement income streams to provide financial stability and security during your golden years.
At Bottrell Wealth, we understand the importance of securing your legacy with thoughtful estate planning and wealth transfer strategies. Our expert advisors help you create a comprehensive estate plan that ensures your assets are distributed according to your wishes, minimizing tax liabilities and providing for your loved ones.
Whether through wills, trusts, or other wealth transfer mechanisms, we work with you to protect your estate and ensure a smooth transition of wealth to the next generation, preserving your financial legacy for years to come
We specialize in estate planning and intergenerational wealth transfer, helping you build a sustainable financial legacy for future generations. Our team collaborates with you to create a robust estate plan that reflects your values and goals while ensuring your assets are transferred efficiently and effectively.
Minimizing Tax Implications & Legal Complexities
We guide you through strategies that minimize tax implications and legal complexities, enabling a smooth transition of wealth to your heirs. With our expertise, you can feel confident that your family’s financial future is well-protected and secure.
We specialize in estate planning and trust strategies that ensure your wealth is transferred efficiently to future generations while minimizing taxes and legal complications. We offer financial advice tailored to individual goals, creating personalized plans that align with your specific needs, aspirations, and financial objectives.
Planning for the Future with Confidence
Planning for the future involves more than wealth accumulation—it’s about ensuring your legacy is protected and aligned with your values. At Bottrell Wealth, we offer tailored estate planning services to give you peace of mind for every stage of life.
Navigating government benefits can be complex. We provide specialized Centrelink and government benefit advice, helping you understand eligibility and maximize support options, ensuring you receive the benefits you’re entitled to.
With our estate planning expertise, you can rest assured that your financial goals and legacy are in safe hands. We work with you to create a plan that supports your loved ones and aligns with your vision for the future.
Specialized Financial Planning for Small Business Owners
At Bottrell Wealth, we recognize the unique challenges faced by entrepreneurs, which is why we offer specialized financial planning for small business owners. Our team provides tailored strategies to help you manage cash flow, plan for growth, and protect your business assets.
Aligning Business & Personal Financial Goals
We assist in creating a comprehensive financial plan that aligns with your personal and business goals, ensuring that your business remains sustainable and profitable. With our expert guidance, you can navigate the complexities of financial management, allowing you to focus on what you do best—growing your business.
Business Financial Planning & Succession Strategies
We understand that effective business financial planning and succession strategies are vital for the long-term success of your enterprise. Our expert team collaborates with you to develop a comprehensive financial plan that addresses your business’s unique needs, ensuring stability and growth.
Preparing for the Future with Succession Planning
We also focus on succession planning, helping you identify and prepare future leaders within your organization. With a clear roadmap for both financial management and succession, you can secure your business’s future while providing peace of mind for you and your stakeholders.
Corporate Employee Financial Wellness Programs
We are committed to enhancing employee satisfaction and productivity through our corporate employee financial wellness programs. These programs are designed to equip your workforce with essential financial knowledge and resources, helping them make informed decisions about their personal finances.
Supporting Employee Well-Being & Productivity
By offering workshops, one-on-one consultations, and tailored financial planning services, we empower employees to achieve their financial goals, reduce stress, and improve overall well-being. Investing in financial wellness not only supports your employees but also fosters a more engaged and productive workplace.
Cash Flow Management & Budgeting Services
We provide comprehensive cash flow management and budgeting services designed to help you take control of your finances. Our expert team works with you to analyze your income and expenses, identifying areas for improvement to optimize your cash flow.
Achieving Financial Stability & Growth
By developing a tailored budget that aligns with your financial goals, we empower you to make informed spending decisions and enhance your savings potential. With our proactive approach to cash flow management, you can achieve financial stability and ensure that your resources are effectively allocated to meet both short-term needs and long-term aspirations.
Business Structuring & Succession Planning
We offer expert business structuring and succession planning services that help you organize your business for growth, continuity, and a smooth transition of ownership when needed.
Business Health Check & Advisory Services
Our business health check and advisory service provides a thorough assessment of your business’s financial status and strategies for improving profitability and sustainability.
Insightful Guidance, Exceptional Results. Empowering You to Reach Financial Independence.
Welcome to Bottrell Wealth, your trusted partner for expert financial advice and wealth management solutions in Maitland. Our team of experienced financial planners is dedicated to helping you achieve your financial goals and secure your financial future.
As a leading financial planning firm in Maitland, Bottrell Wealth offers a wide range of services tailored to meet your unique needs. From retirement planning and investment advice to insurance solutions and wealth creation strategies, we are here to help you every step of the way.
At Bottrell Wealth, we understand the importance of personalised service and attention to detail. That’s why our team takes the time to understand your individual circumstances and goals, so we can provide you with the best possible advice and recommendations.
We understand that managing debt is crucial to achieving financial stability, which is why we offer tailored debt reduction and financial restructuring plans. Our experienced advisors work closely with you to assess your current financial situation and develop strategies aimed at minimizing debt and improving cash flow. By creating a structured repayment plan and exploring options for refinancing or consolidating loans, we help you regain control over your finances. Our goal is to empower you to eliminate debt efficiently and pave the way for a more secure financial future.
We specialize in developing long-term wealth management strategies that align with your financial goals and life aspirations. Our experienced advisors conduct a comprehensive assessment of your financial situation to create a tailored plan that focuses on sustainable growth and risk management. By integrating various investment vehicles, tax strategies, and estate planning considerations, we ensure that your wealth continues to thrive over time. With our ongoing support and regular portfolio reviews, you can confidently navigate the complexities of wealth management and secure your financial future for years to come.
We emphasize the importance of budgeting, savings, and financial goal setting as foundational elements of effective financial management. Our team works with you to create a personalized budget that aligns with your lifestyle and financial objectives, ensuring that you can track your income and expenses effectively. We provide strategies to enhance your savings, enabling you to build a safety net for emergencies and achieve your long-term goals, whether it’s buying a home, funding education, or planning for retirement. With our guidance, you can confidently set and reach your financial goals, securing a brighter financial future.
Whether you’re planning for retirement, saving for your children’s education, or looking to grow your wealth, Bottrell Wealth is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Our comprehensive tax planning advice helps you minimize your tax liabilities and optimize your financial structure, allowing you to keep more of your hard-earned money. We provide effective debt management solutions to help you reduce your liabilities, streamline your finances, and improve your overall financial health. With our effective debt repayment strategies, we assist you in managing and eliminating debt while maintaining financial stability and working toward long-term financial goals.
Bottrell Wealth are proud to be your local Maitland Financial Planners!
Maitland Financial Planners & Advisors:
Office: 93 Lawes St, East Maitland, NSW, 2323 (East Maitland CBD)
Phone: (02) 40187514
Maitland Email – office@bottrellwealth.com.au
Discover comprehensive financial planning services at Bottrell Wealth in Newcastle. Our seasoned financial advisors offer a range of specialised services, including retirement planning, investment advice, insurance solutions, and wealth creation strategies.
At Bottrell Wealth, we understand the intricacies of financial planning in the dynamic Newcastle market. Our Newcastle financial advisors provide personalised service, taking the time to understand your unique financial goals and circumstances. Whether you’re an individual seeking to grow your wealth or a business looking for strategic financial planning, our team is dedicated to helping you navigate the complexities of financial management.
We offer a comprehensive personal financial health check and ongoing monitoring to ensure that your financial strategies remain effective and aligned with your goals. Our team conducts a thorough assessment of your current financial situation, identifying strengths and areas for improvement. We provide you with actionable insights and recommendations, and our ongoing monitoring services allow us to track your progress and make necessary adjustments as your circumstances evolve. With our commitment to your financial well-being, you can achieve peace of mind knowing that your financial health is consistently evaluated and optimized.
At Bottrell Wealth, we recognize the importance of education savings and family wealth planning in securing a prosperous future for your children. Our expert team helps you create a tailored savings strategy that maximizes contributions to education funds, ensuring that you are well-prepared for the rising costs of tuition and other educational expenses. We also focus on holistic family wealth planning, guiding you through investment options, tax strategies, and estate planning to build and preserve your family’s wealth across generations. With our comprehensive approach, you can confidently invest in your children’s education while safeguarding your family’s financial legacy.
We understand that regular financial health checks and cash flow management are essential for maintaining your financial stability and achieving your goals. Our team conducts thorough assessments of your financial situation to identify strengths and areas for improvement. We provide insights into your income, expenses, and overall financial performance, allowing you to make informed decisions. Our cash flow management services help you optimize your financial resources, ensuring that you have the liquidity necessary to cover obligations while planning for future investments. With our support, you can enhance your financial health and confidently navigate your financial journey.
We specialize in developing tax-effective strategies for capital gains and income to enhance your financial returns and minimize your tax liabilities. Our expert advisors analyze your financial situation and investment portfolio to identify opportunities for tax optimization. We provide guidance on structuring your investments in a way that maximizes tax benefits, whether through tax-efficient investment vehicles, capital gains tax planning, or income distribution strategies. With our tailored approach, you can effectively manage your tax obligations, allowing you to retain more of your hard-earned wealth and achieve your long-term financial goals.
With a focus on proactive guidance and tailored solutions, Bottrell Wealth is committed to helping you achieve your financial objectives. Contact us today to schedule a consultation and start planning for a secure financial future in Newcastle.
Bottrell Wealth & Advisors are your local Financial Planners in Newcastle.
Newcastle Financial Planners & Advisors:
Office: 45 Hunter St, Newcastle, NSW, 2300 (Newcastle CBD)
Phone: 02 40445076
Newcastle Email – office@bottrellwealth.com.au
Bottrell Wealth has a reputation for delivering quality advice, maintaining strong relationships and offering innovative approaches to make your money work for you. We provide a full range of Financial Planning services, including Investment Advice, Insurance and Wealth Creation, allowing our clients to achieve their business and personal goals.
At Bottrell Wealth, we understand that securing your financial future requires careful retirement planning and superannuation strategies. Our team works closely with you to develop a customized plan that aligns with your retirement goals, ensuring your superannuation fund is optimized to maximize returns. Whether you’re nearing retirement or just starting to plan, our expert advice helps you make informed decisions about contributions, investments, and withdrawals, giving you confidence in your financial future.
Navigating the shift from working life to retirement can be complex, but at Bottrell Wealth, our transition to retirement and pension advice is designed to make the process smoother. We help you explore strategies like transitioning to a part-time work schedule while accessing your superannuation, ensuring you maintain financial stability as you ease into retirement. Our expert advisors provide personalized pension advice, helping you maximize your income streams and minimize tax implications, so you can enjoy a financially secure retirement.
Managing multiple superannuation accounts can be complicated and costly, but Bottrell Wealth offers superannuation rollover and consolidation services to simplify the process. By consolidating your superannuation into one account, we help reduce fees, streamline management, and ensure your retirement savings are working more effectively for you. Our team provides expert guidance on the rollover process, ensuring your superannuation is consolidated in a way that maximizes your benefits and aligns with your long-term financial strategy.
At Bottrell Wealth, we specialize in Self-managed super funds (SMSF) setup and administration, offering a tailored solution for those who want greater control over their superannuation. Our team guides you through every step of setting up your SMSF, ensuring compliance with regulatory requirements while helping you design an investment strategy that meets your retirement goals. We also provide ongoing SMSF administration services, including tax reporting, compliance, and asset management, so you can focus on growing your wealth with peace of mind.
We also offer comprehensive superannuation consolidation and SMSF advice to help you optimize your retirement savings. Consolidating your superannuation accounts into one can significantly reduce fees and improve your fund’s performance, while our SMSF advice provides the insights you need to take control of your investments. Whether you’re looking to streamline your existing superannuation or set up a Self-Managed Super Fund, our experts are here to guide you through every step, ensuring your retirement strategy aligns with your long-term financial goals.
Our retirement planning solutions ensure that you are well-prepared for your golden years, helping you create a financial roadmap to maintain your lifestyle after you stop working. Our team provides expert superannuation planning to help you maximize your retirement savings, ensuring you are set for a comfortable and financially secure retirement. We offer specialized services for self-managed super funds (SMSFs), giving you more control over your retirement savings with tailored strategies that meet your unique financial objectives.
Newcastle—45 Hunter ST, Newcastle, NSW, 2320
Maitland—93 Lawes St, East Maitland, NSW, 2323
Whether you are looking for financial security, wishing to invest in shares, work toward a steady stream of income, or are planning for retirement – Bottrell Wealth can assist! Bottrell Wealth are proud to be part of the Newcastle & Maitland communities. Your local Financial Advisors! At Bottrell Wealth, we are dedicated to helping you grow your financial future with expert investment advice and wealth creation strategies. Our experienced advisors work with you to develop a diversified investment portfolio tailored to your risk tolerance and long-term goals. Whether you’re looking to build wealth through shares, property, or other investment vehicles, our team provides strategies that maximize returns and create sustainable growth. With a focus on personalized financial solutions, we ensure that your investment plan evolves as your needs and market conditions change.
At Bottrell Wealth, we provide expert investment property advice and financial structuring to help you maximize returns on your real estate investments. Our team of knowledgeable advisors works with you to assess your investment goals and develop a tailored strategy that aligns with your financial objectives. We guide you through the complexities of property investment, from selecting the right locations to understanding financing options and tax implications. With a focus on optimal financial structuring, we ensure that your investments are positioned for long-term success, enabling you to build a robust property portfolio that contributes to your overall wealth.
we prioritize ongoing financial monitoring and portfolio reviews to ensure that your investment strategy remains aligned with your evolving goals and market conditions. Our dedicated team conducts regular assessments of your portfolio’s performance, analyzing key metrics and market trends to identify opportunities and potential risks. We provide comprehensive reports and actionable insights, allowing you to make informed decisions about your investments. With our continuous support and proactive approach, you can stay on track to achieve your financial objectives and adjust your strategy as needed, ensuring optimal results over the long term.
Our team specializes in wealth creation strategies that help you grow your assets over time through smart investments, savings, and financial planning, ensuring long-term financial stability. We provide expert investment strategy advice tailored to your risk tolerance and financial goals, helping you maximize returns and build a diversified portfolio for sustainable growth.
Our focus is on wealth building and financial security, offering personalized financial solutions that help you accumulate assets and achieve peace of mind for the future. We offer comprehensive financial freedom planning to help you achieve independence by managing your income, investments, and savings with a long-term perspective.
At Bottrell Wealth, we specialize in creating and managing investment portfolio management strategies that align with your financial goals and values. Whether you’re just starting your investment journey or looking to refine your current approach, our experts are here to guide you.
Every individual has unique financial aspirations, and our tailored investment strategies reflect that. From maximizing returns to balancing risk, we ensure your investment plan is as dynamic as your goals.
If you value responsible investing, our ethical investment planning solutions prioritize sustainable opportunities that align with your personal or corporate values.
Securing your future is just as important as building wealth. With our wealth preservation strategies, we help protect your assets for future generations, ensuring a lasting financial legacy.
Investing is about more than short-term gains; it’s about creating a roadmap for long-term wealth building. With a focus on consistency and performance, we guide you toward financial stability and growth.
At Bottrell Wealth, we provide specialized guidance to help you maximize returns from your property investments. Whether you’re a seasoned investor or entering the real estate market for the first time, our expertise ensures your decisions are well-informed and aligned with your financial goals.
Our tailored investment property advice helps you identify profitable opportunities, navigate the property market, and understand the financial implications of owning rental properties. From financing to tax considerations, we provide a comprehensive approach to property investment.
Building a solid portfolio requires strategic planning. Our real estate investment strategies are designed to help you diversify your assets, optimize cash flow, and achieve long-term growth. We analyze market trends and assess risk to ensure your investments deliver maximum value.
With Bottrell Wealth by your side, you can confidently grow your property portfolio while minimizing risks and maximizing returns. Let us guide you every step of the way.
At Bottrell Wealth, we are dedicated to providing client-focused financial planning that empowers individuals and businesses to achieve their financial goals. Our experienced advisors offer personalised financial strategies tailored to meet your unique needs, ensuring you stay on track for a secure financial future.
We believe in empowering our clients through knowledge. Our financial education and workshops and financial literacy programs are designed to enhance your understanding of financial matters, giving you the tools to make informed decisions.
With a focus on holistic financial solutions, we combine our expertise to provide strategic financial advice that aligns with your long-term goals. Whether it’s personal financial coaching or advanced financial planning, we ensure every decision is made with your best interests in mind.
At Bottrell Wealth, we provide expert tax advice and planning services to help you manage your financial obligations effectively while maximizing opportunities for growth. Our team ensures your tax strategy aligns with your broader financial goals.
Our tax planning services help you stay ahead with proactive strategies that minimize liabilities and maximize returns. From tax advice for individuals to corporate financial services with a focus on tax, we deliver tailored solutions that work for you.
Make smarter investments with tax-effective investment strategies and tax strategies for investment properties. We help you leverage the tax benefits of real estate and other assets to boost your financial outcomes.
Our business accounting and advisory services integrate advanced tax strategies with cash flow management and debt management techniques, ensuring your business operates efficiently and tax-effectively.
Stay on top of your finances with our comprehensive financial reviews, designed to ensure your tax strategies remain aligned with changing regulations and financial objectives.
Bottrell Wealth has a reputation for delivering quality advice, maintaining strong relationships and offering innovative approaches to make your money work for you. We provide a full range of Financial Planning services, including Investment Advice, Insurance and Wealth Creation, allowing our clients to achieve their business and personal goals.
Schedule Your Initial Consultation with Our Expert Financial Planners Today!
Bottrell Wealth Pty Ltd based in Newcastle & Maitland. Our Team of advisors are Qualified & Licenced Financial Advisors.
Financial Planning Offices in: Newcastle – Maitland – Gosford
Our Financial Planning Services – Wealth Advice – Superannuation Advice – SMSF Advice – Investment Planning – Wealth Creation – Retirement Planning – Personal Insurance – Estate Planning – Budgets – Cashflow Management – Debt Management – SMSF Accountants – SMSF Setup
ABN: 66 612 565 429
Newcastle Financial Planners & Advisors – Newcastle CBD
Maitland Financial Planners – East Maitland CBD
Newcastle Financial Advisors
45 Hunter Street Newcastle
Newcastle Phone 02 4044 5076
Maitland Financial Advisors
93 Lawes Street East Maitland
Maitland Phone 02 4018 7514
The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives.
Whilst every care has been taken in the preparation of this website, InterPrac Financial Planning Pty Ltd (‘InterPrac’), its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.
Monday 7:30am – 7:30pm
Tuesday 7:30am – 7:30pm
Wednesday 7:30am – 7:30pm
Thursday 7:30am – 7:30pm
Friday 7:30am – 5:30pm
Saturday 9am – 1pm
Sunday By Appointment
Bottrell Wealth & Financial Advisory – Financial Planners – Investment Advice – Life & TPD Insurance – Estatement Planning – Investment Proprerty Advice – Financial Advisers
Personal Financial Advice – Financial Advice for Individuals & Families – Financial Advice for Business Owners – SMSF Advice
